Apriem Advisors’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Apriem Advisors’s Portfolio NVG Stock Details NVG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-30,991	Closed	-$365K	–	152
2023 Q1	$365K	Buy	30,991 +1	+0%	+$12	0.06%	111
2022 Q4	$376K	Buy	30,990 +1	+0%	+$12	0.07%	106
2022 Q3	$362K	Buy	30,989 +1	+0%	+$14	0.07%	101
2022 Q2	$406K	Buy	+30,988	New	+$420K	0.07%	96
2017 Q2	–	Sell	-3,237	Closed	-$47K	–	406
2017 Q1	$47K	Hold	3,237	–	–	0.01%	239
2016 Q4	$47K	Hold	3,237	–	–	0.01%	237
2016 Q3	$52K	Sell	3,237 -1,202	-27%	-$19.5K	0.02%	217
2016 Q2	$72K	Buy	+4,439	New	+$69.5K	0.02%	191

Other funds holding NVG

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Apriem Advisors's NVG Position: Q2 2023 in Review

Apriem Advisors sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q2 2023, closing a stake of 30,991 shares — an estimated $365K sold.

Apriem Advisors first reported a position in NVG in Q2 2016 and held it in 8 quarters. The position peaked at $406K in Q2 2022. 243 funds tracked by Wall St. Rank hold NVG as of Q2 2023.

Apriem Advisors reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q2 2023 after selling out during the quarter.
Apriem Advisors sold 30,991 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2023, an estimated $365K.
Apriem Advisors first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q2 2016 and held it in 8 quarters.
Apriem Advisors's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $406K in Q2 2022.
243 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2023.

Based on Apriem Advisors's 13F filing for Q2 2023, filed 8 Aug 2023.